Powerful WA ConnectLive Features

Real-Time Bank Balances and Transfers

View bank balances and perform bank transfers in real-time between accounts within the same association.

Bank Statements on Demand

View and download PDF copies of your monthly bank statements. The statements will automatically be saved, and easily available to include in your financial reports.

Auto Lockbox²

The nightly scheduled process automatically retrieves and posts lockbox transactions from the prior banking day directly to your accounting software.

Open New Accounts

Request a new deposit account to be opened. This action will generate the new account number, provide a confirmation to your team and deliver a notice to the bank.

View A/R and A/P Check Images

View the front and back of checks and coupons processed through the bank's lockbox, as well as the front and back of cashed A/P checks.

Automate Fraud Prevention with Positive Pay

Through WA ConnectLive, the Association Banking team can receive a list of all checks issued daily, including the check number, payee name, issue date and amount. Our technology compares those details to ensure we only issue payment for legitimate expenses. Any checks that do not match all details provided will be identified for your team to review and either deny or approve for payment.

Issue Stop Payments

Issue an individual or range of stop payments on any accounts payable checks that have not yet cleared the bank and receive information regarding the status.

Auto Reconciliation

Bank transactions from the previous day are matched with corresponding transactions within your software, allowing for quick and accurate bank reconciliation and population of interest and any bank fee.

Receive Deposit Item Return Alerts

When nightly transaction process detects a returned item or deposit item return, an alert will be generated—notifying users to take the necessary action within the homeowner’s account.

Validation File

The bank receives an updated validation file from your software on a daily basis, which eliminates manual processes by automatically posting payments to the appropriate homeowner’s account or directing the payment to the research portal for proper handling.

Integrated Sign-On

Our integrated sign-on (ISO) feature allows homeowners to easily navigate between the association’s online portal and the bank’s online homeowner payment portal — without an additional login.

Integrated Payables Solution³

Save time and reduce fraud with our efficient Integrated Payables solution, which allows you to print and mail vendor payments in a single step directly within your accounting software.